Stonepine Capital Management, LLC 13F 持仓 · 2026年Q2
Stonepine Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 1.77 亿美元。前几大持仓：EOLS（8.00%）、ADMA（7.98%）、VSTM（7.22%）。本季前 25 大持仓中：新建仓 8 只、增持 8 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EOLS | EVOLUS INC | $14.2M | 8.00% | 2.0M | 减持 |
| 2 | ADMA | ADMA BIOLOGICS INC | $14.1M | 7.98% | 1.4M | 减持 |
| 3 | VSTM | VERASTEM INC | $12.8M | 7.22% | 3.3M | 增持 |
| 4 | TENX | TENAX THERAPEUTICS INC | $9.6M | 5.42% | 660,000 | 减持 |
| 5 | NKTR | NEKTAR THERAPEUTICS | $8.4M | 4.75% | 120,654 | 增持 |
| 6 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $6.3M | 3.57% | 225,000 | 新建仓 |
| 7 | CAMP | CAMP4 THERAPEUTICS CORP | $6.1M | 3.43% | 1.4M | 持平 |
| 8 | INSM | INSMED INC | $5.6M | 3.16% | 40,000 | 新建仓 |
| 9 | ELOX | ELOXX PHARMACEUTICALS INC | $5.5M | 3.11% | 397,160 | 新建仓 |
| 10 | KZIA | KAZIA THERAPEUTICS LTD | $4.9M | 2.74% | 345,179 | 持平 |
| 11 | MDT | MEDTRONIC PLC | $4.4M | 2.47% | 50,000 | 新建仓 |
| 12 | INDV | INDIVIOR PHARMACEUTICALS INC | $4.1M | 2.31% | 100,000 | 新建仓 |
| 13 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $4.0M | 2.25% | 425,000 | 增持 |
| 14 | ABT | ABBOTT LABORATORIES | $3.8M | 2.14% | 40,000 | 新建仓 |
| 15 | MSLE | SATELLOS BIOSCIENCE INC | $3.7M | 2.10% | 491,624 | 增持 |
| 16 | ZVRA | ZEVRA THERAPEUTICS INC | $3.7M | 2.09% | 258,701 | 减持 |
| 17 | ABEO | ABEONA THERAPEUTICS INC | $3.4M | 1.94% | 557,284 | 减持 |
| 18 | BSX | BOSTON SCIENTIFIC CORP | $3.2M | 1.83% | 50,000 | 新建仓 |
| 19 | EDSA | EDESA BIOTECH INC | $3.2M | 1.80% | 456,439 | 增持 |
| 20 | BMRN | BIOMARIN PHARMACEUTICAL INC | $3.1M | 1.76% | 50,000 | 新建仓 |
| 21 | CABA | CABALETTA BIO INC | $2.9M | 1.61% | 917,100 | 增持 |
| 22 | ANTX | AN2 THERAPEUTICS INC | $2.7M | 1.51% | 551,692 | 减持 |
| 23 | XLO | XILIO THERAPEUTICS INC | $2.2M | 1.22% | 225,994 | 增持 |
| 24 | ACET | ADICET BIO INC | $2.1M | 1.20% | 245,518 | 增持 |
| 25 | XERS | XERIS BIOPHARMA HOLDINGS INC | $2.1M | 1.18% | 280,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR